Board Liaison & Executive Assistant (Onsite)

Abri Credit Union • Romeoville, IL

4d • Onsite

About The Position

The Board Liaison & Executive Assistant provides administrative and document support to Board members, the Senior Management Team, and the President & CEO. The role coordinates Board and Committee meeting materials and logistics, prepares reports and minutes, maintains corporate records and policy documents, and supports governance and membership activities. It also assists with staff meetings, invoices, Human Resources, and Training as needed.

The regular schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m., for 40 hours per week. Flexibility is required to accommodate Board and staff meetings, including occasional early mornings and evening hours after 5:00 p.m., typically on the third and fourth Wednesday of each month. Compensation is $25.00–$27.50 per hour, based on experience. The position is onsite.

Requirements

• At least 3 years of secretarial or administrative experience.
• High school graduate.
• Proficiency in Adobe Acrobat and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Ability to create documents, presentations, and spreadsheets from templates or from scratch, and schedule using Outlook.
• Exceptional interpersonal and communication skills, attention to detail, prioritization, and time management.
• Must have a Notary commission or be able to obtain one.
• High ethical standards and the ability to handle confidential data, show initiative, work independently, and exercise sound judgment.

Nice To Haves

• Experience supporting C-level executives.
• Administrative experience in a financial institution.

Responsibilities

• Prepare word processing documents and spreadsheets for Board members, the Senior Management Team, and the President & CEO.
• Coordinate major document preparation projects, including photocopying, collating, and distributing materials.
• Prepare monthly Board reports and coordinate distribution and receipt of materials by Board members.
• Maintain master records of corporate documents, the Corporate Policy Manual, Board Committee materials, and Board materials.
• Track Board education events and assist the Board Education and Development Committee as needed.
• Send courtesy reminders to Directors about scheduled meetings and contact out-of-town Directors to arrange meeting attendance and provide materials.
• Schedule conference rooms for monthly and special Board and Committee meetings.
• Attend Board and Committee meetings and draft minutes for review by the appropriate Committee Chair and President/CEO before distribution.
• Liaise with the Nominating Committee on meetings, advertising, promotion, and mailings related to director elections.
• Stay current with travel reimbursement policies and ensure authorized reimbursements are made.
• Update, duplicate, and distribute the ACU Corporate Policy Manual, Bylaws, Rules and Regulations, American Share Insurance letters, and other materials to appropriate staff, auditors, and Board members.
• Process and file confidential reports, records, and documents.
• Handle signature updates for banks, brokers, other financial institutions, and the Illinois Department of Financial & Professional Regulation (IDFPR) as needed.
• Handle bylaw changes and other approvals from the IDFPR.
• Organize the annual membership meeting, prepare annual meeting reports, and work with the Marketing department on member RSVPs.
• Update the Strategic Business Plan and maintain a history of updates.
• Organize and assist with planning all-staff meetings and What's Up Wednesday meetings.
• Update the organizational chart as needed.
• Participate in industry networks to bring innovative ideas to the credit union.
• Handle billing and invoices for the President & CEO as directed.
• Assist Human Resources and Training as needed.

Benefits

• 401(k) match up to 7.98%.
• Blue Cross health insurance with up to 90% of employee premiums and 70% of dependent premiums paid.
• Accrue 12 vacation days per year.
• 5 personal leave days per year.
• Up to 13 paid holidays per year.
• Relaxed business-casual dress code and company logo wear.
• Team of trainers to prepare employees for the job.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED